Associating Social Posts with Campaigns

Link a social post to a Lead Gen & CRM campaign to see which leads are interacting with your social media posts

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Enabling Social Tracking

Tracking must turned on in a campaign's settings page in order to associate that campaign to a social post.

To enable campaign tracking settings, create or edit a campaign:

1. Scroll to the Social Tracking section and select the Allow social posts to be associated with this campaign checkbox.
2. Configure the rest of the campaign as desired and then click Save Changes.
   
   
    

Associating Social Posts with Campaigns

Once campaign tracking settings have been enabled, those campaigns can associate with social media posts.

To associate social posts with campaigns, do the following:

1. Click Content Calendar in the left toolbar.
2. Click Create > Social Post.  
   
   

    

3. Create a post with a hyperlink that directs to a site tracked in Lead Gen & CRM.
4. Click the    Add campaign tracking icon that appears above the preview image. 
   
   

    

5. Enter the name the desired campaign and click Submit.
   
   

    

6. Click Schedule Post. 
   
   

    

7. Choose either of the following:
      •   Post Now: Schedules the social media post
           for immediate release
      •   Schedule Multi-Post for Later: Schedules 
           the social media post at a chosen date 
           and time
8. Click Post to. 
   
   

    

Important: Links in social posts must have one of the following at the start of a link to allow them to be associated with campaigns:
   •   https://
   •   http://
   •   www.

When leads click the link in that social media post, they will be added to the campaign that was selected for that post.
 

UTM Codes

Once submitted, the link in your post will automatically generate a UTM parameter behind the scenes. These UTM codes cannot be edited and can be viewed once you schedule the post and view it in the Content Calendar. 

If you have multiple UTM codes tied to multiple campaigns, then they will be evaluated in the following order:

1. Google Ads
2. Social
3. Custom campaign tracking rules

Refer to Creating Campaigns for more information on creating and using UTM codes:

Questions?